Advisory & Assurance Manager

The Role

The Advisory & Assurance Manager will be responsible for a full array of audit and consulting services for our privately held company clients in various industries, including but not limited to real estate, investment/private equity, professional services, distribution companies, and not-for-profit organizations. 

In this highly visible and responsible role, the manager will assist clients in developing risk assessments, conduct audits, establish internal audit programs, and have frequent interaction with client teams, partners, and staff. The role will oversee all responsibilities of the engagement staff while meeting the project deliverables and providing the highest quality of client service and satisfaction. The individual will also be expected to demonstrate industry experience, leverage client relationships, and be responsible for staff professional development. 

They must thrive in a fast-paced environment while effectively managing their time to meet deliverables with the highest professionalism and accountability.

Core Responsibilities

• Assume full responsibility for planning, supervising, and completing projects.
• Create budgets for each client project and be responsible for accurate and timely client billing.
• Work closely with engagement partners and staff to meet client expectations and deliverables.
• Develop an understanding of the client's business and industry and routinely seek information from the client regarding their needs and concerns.
• Develop new client contacts and relationships beneficial to the firm.

Education and Qualifications

• Must have 5-7 years of progressive audit experience in public accounting, serving various industries.
• Licensed CPA required; licensed in the state of California preferred.
• Must hold a bachelor's degree in Accounting, Business Administration, or Economics.

Essential Functions

• Understand engagement partner expectations of the engagement and deliverables
• Act as a role model and mentor to new and existing staff by creating a positive work environment that fosters open communication among all project team members
• Perform continuous staff review and appropriate feedback.
• Must be able to pass a background check.
• Must be currently authorized to work in the United States full-time.

Experience

• Keep current on applicable audit and accounting professional standards
• Proficient with technology related to audit/accounting and research software
• Strong accounting background and able to deal with complex accounting issues
• Experience working with privately held companies, investment/private equity firms, professional services, real estate, distribution, and/or not-for-profit organizations, medical devices, high tech, and life sciences is a plus.

Knowledge, Skills, and Abilities

• Balance and effectively deliver on multiple projects and job responsibilities under restrictive time constraints.
• Communicate effectively with clients and staff to provide the highest quality client service.
• Be able to travel and commute to client sites.
• Strong technical knowledge with a thorough understanding of generally accepted accounting and audit standards, procedures, and techniques.
• Must possess effective personnel management skills, including effectively supervising, training, and managing team members and/or subordinates.
• Must be committed to the firm's best practices and consistently demonstrate ethical behavior.
• Must have excellent project and time management skills.
• Must be extremely detail-oriented.

Working Conditions

• Be able to work overtime and weekend hours during peak busy periods to meet deadlines and partner and client expectations.
• Must be able to be flexible in a variety of situations and be a team player.

Health

• Generous healthcare benefits and, in many cases, contribute a significant portion of the cost.
• Several options are available to cultivate a comprehensive health coverage plan that fits your needs.

Happiness

• Meaningful assignments with direct client contact.
• Exposure to ultra-high-net-worth clientele.
• Continual access to partners and senior staff.
• Complex and interesting work.

Beyond

• Sophisticated training courses.
• Ongoing professional development programs.
• Rewarding mentor relationships.

Benefits

• HMO.
• PPO.
• HSA.
• Dental.
• Vision.
• Long- and short-term disability.
• Life Insurance.
• Retirement plan.
• Maternity and Paternity Leave.
• Flexible Spending Account.
• Adoption Assistance.